VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,544 shares; 2024Q4: 149,007 shares; 2025Q1: 160,701 shares; 2025Q2: 185,858 shares; 2025Q3: 69,669 shares 69,669 $128M 14.82% -116,189 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,316 shares; 2024Q4: 136,645 shares; 2025Q1: 148,656 shares; 2025Q2: 163,531 shares; 2025Q3: 230 shares 230 $72.1M -163,301 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,298 shares; 2024Q4: 965,241 shares; 2025Q1: 1,036,332 shares; 2025Q2: 1,024,115 shares; 2025Q3: 1,012,534 shares 1,012,534 $60.7M 7.01% -11,581 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,792 shares; 2024Q4: 136,849 shares; 2025Q1: 123,381 shares; 2025Q2: 124,270 shares; 2025Q3: 92,448 shares 92,448 $59.5M 6.88% -31,822 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,350 shares; 2024Q4: 486,901 shares; 2025Q1: 523,682 shares; 2025Q2: 582,368 shares; 2025Q3: 196 shares 196 $58M -582,172 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,492 shares; 2024Q4: 265,399 shares; 2025Q1: 289,227 shares; 2025Q2: 314,034 shares; 2025Q3: 10 shares 10 $44M 5.09% -314,024 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,226 shares; 2024Q4: 244,328 shares; 2025Q1: 236,274 shares; 2025Q2: 237,143 shares; 2025Q3: 235,561 shares 235,561 $43.9M 5.08% -1,582 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,528 shares; 2024Q4: 306,030 shares; 2025Q1: 331,117 shares; 2025Q2: 373,063 shares; 2025Q3: 426,744 shares 426,744 $28.2M 3.26% +53,681 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,620 shares; 2024Q4: 384,425 shares; 2025Q1: 429,011 shares; 2025Q2: 425,686 shares; 2025Q3: 163 shares 163 $22.8M -425,523 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,383 shares; 2024Q4: 230,284 shares; 2025Q1: 241,649 shares; 2025Q2: 218,867 shares; 2025Q3: 2,058 shares 2,058 $19.6M 2.26% -216,809 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,440 shares; 2024Q4: 89,108 shares; 2025Q1: 89,908 shares; 2025Q2: 79,264 shares; 2025Q3: 75,335 shares 75,335 $19.2M 2.22% -3,929 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,855 shares; 2024Q4: 67,320 shares; 2025Q1: 68,558 shares; 2025Q2: 72,464 shares; 2025Q3: 50 shares 50 $17.7M -72,414 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,518 shares; 2024Q4: 69,098 shares; 2025Q1: 75,652 shares; 2025Q2: 85,269 shares; 2025Q3: 24,761 shares 24,761 $17.6M 2.04% -60,508 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,603 shares; 2024Q4: 112,375 shares; 2025Q1: 108,694 shares; 2025Q2: 102,978 shares; 2025Q3: 93,488 shares 93,488 $17.4M 2.01% -9,490 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,651 shares; 2024Q4: 64,130 shares; 2025Q1: 70,032 shares; 2025Q2: 82,331 shares; 2025Q3: 82,437 shares 82,437 $17.3M 2% +106 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,492 shares; 2024Q4: 35,221 shares; 2025Q1: 35,679 shares; 2025Q2: 33,814 shares; 2025Q3: 33,103 shares 33,103 $17.1M 1.98% -711 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,222 shares; 2024Q4: 73,497 shares; 2025Q1: 80,703 shares; 2025Q2: 87,980 shares; 2025Q3: 84,129 shares 84,129 $16.2M 1.87% -3,851 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,242 shares; 2024Q4: not reported; 2025Q1: 202,899 shares; 2025Q2: not reported; 2025Q3: 303 shares 303 $15.7M new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,550 shares; 2025Q1: 158,522 shares; 2025Q2: 141,268 shares; 2025Q3: 1,904 shares 1,904 $15.7M 1.81% -139,364 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,179 shares; 2024Q4: 738,092 shares; 2025Q1: 780,916 shares; 2025Q2: 708,898 shares; 2025Q3: 687,516 shares 687,516 $14.4M 1.66% -21,382 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,655 shares; 2024Q4: 283,832 shares; 2025Q1: 295,761 shares; 2025Q2: 267,088 shares; 2025Q3: 68 shares 68 $13.7M -267,020 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,681 shares; 2024Q4: 42,618 shares; 2025Q1: 46,938 shares; 2025Q2: 51,291 shares; 2025Q3: 45,270 shares 45,270 $13.4M 1.54% -6,021 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,148 shares; 2024Q4: 385,425 shares; 2025Q1: 428,926 shares; 2025Q2: 479,632 shares; 2025Q3: 111 shares 111 $12.7M -479,521 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,672 shares; 2024Q4: 151,917 shares; 2025Q1: 154,861 shares; 2025Q2: 3,694 shares; 2025Q3: 661,551 shares 661,551 $12.2M 1.41% +657,857 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,849 shares; 2024Q4: 179,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares 1,860 $12.1M 1.4% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,408 shares; 2024Q4: 168,697 shares; 2025Q1: 173,651 shares; 2025Q2: not reported; 2025Q3: 15,043 shares 15,043 $11.9M 1.37% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,010 shares; 2024Q4: 59,317 shares; 2025Q1: 55,735 shares; 2025Q2: 51,256 shares; 2025Q3: 48,679 shares 48,679 $11.8M 1.37% -2,577 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,067 shares; 2024Q4: 136,067 shares; 2025Q1: 140,061 shares; 2025Q2: 128,619 shares; 2025Q3: 98 shares 98 $11.7M -128,521 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,349 shares; 2024Q4: 125,767 shares; 2025Q1: 140,077 shares; 2025Q2: 156,959 shares; 2025Q3: 826 shares 826 $11.5M -156,133 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,199 shares; 2024Q4: 342,901 shares; 2025Q1: 310,865 shares; 2025Q2: 766,795 shares; 2025Q3: 127,880 shares 127,880 $10.6M 1.23% -638,915 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,693 shares; 2024Q4: 177,547 shares; 2025Q1: 191,451 shares; 2025Q2: 206,865 shares; 2025Q3: 220,676 shares 220,676 $10.4M 1.2% +13,811 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,985 shares; 2024Q4: 203,932 shares; 2025Q1: 202,911 shares; 2025Q2: 193,848 shares; 2025Q3: 187,430 shares 187,430 $9.27M 1.07% -6,418 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,717 shares; 2024Q4: 46,973 shares; 2025Q1: 35,840 shares; 2025Q2: 32,225 shares; 2025Q3: 27,326 shares 27,326 $9.01M 1.04% -4,899 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,616 shares; 2024Q4: 14,411 shares; 2025Q1: 13,699 shares; 2025Q2: 12,694 shares; 2025Q3: 11,510 shares 11,510 $8.45M 0.98% -1,184 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 21,396 shares; 2025Q1: 23,630 shares; 2025Q2: 26,115 shares; 2025Q3: 167 shares 167 $7.98M 0.92% -25,948 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 31,808 shares; 2025Q1: 34,478 shares; 2025Q2: 37,660 shares; 2025Q3: 140,862 shares 140,862 $7.61M 0.88% +103,202 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,454 shares; 2024Q4: 21,003 shares; 2025Q1: 23,179 shares; 2025Q2: 27,432 shares; 2025Q3: 124,025 shares 124,025 $7.3M 0.84% +96,593 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,990 shares; 2024Q4: 43,242 shares; 2025Q1: 42,462 shares; 2025Q2: 32,399 shares; 2025Q3: 29,924 shares 29,924 $6.57M 0.76% -2,475 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,227 shares; 2024Q4: 97,486 shares; 2025Q1: 105,281 shares; 2025Q2: 118,075 shares; 2025Q3: 26 shares 26 $6.56M -118,049 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,463 shares; 2024Q4: 22,879 shares; 2025Q1: 21,478 shares; 2025Q2: 20,354 shares; 2025Q3: 19,070 shares 19,070 $6.01M 0.7% -1,284 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,728 shares; 2025Q1: 15,254 shares; 2025Q2: 15,028 shares; 2025Q3: 105,259 shares 105,259 $5.5M 0.64% +90,231 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,057 shares; 2025Q1: 189,525 shares; 2025Q2: 178,985 shares; 2025Q3: 181,684 shares 181,684 $5.13M 0.59% +2,699 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,511 shares; 2024Q4: 29,958 shares; 2025Q1: 53,627 shares; 2025Q2: 48,063 shares; 2025Q3: 68,841 shares 68,841 $4.89M 0.57% +20,778 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,477 shares; 2025Q1: 46,178 shares; 2025Q2: 70,150 shares; 2025Q3: 73,851 shares 73,851 $4.66M 0.54% +3,701 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,411 shares 39,411 $4.58M 0.53% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,180 shares; 2024Q4: 46,078 shares; 2025Q1: 45,651 shares; 2025Q2: 44,928 shares; 2025Q3: 45,282 shares 45,282 $4.56M 0.53% +354 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,466 shares; 2024Q4: 25,479 shares; 2025Q1: 27,581 shares; 2025Q2: 31,408 shares; 2025Q3: 240 shares 240 $3.96M 0.46% -31,168 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,422 shares; 2024Q4: 55,563 shares; 2025Q1: 54,621 shares; 2025Q2: 52,225 shares; 2025Q3: 32,123 shares 32,123 $3.95M 0.46% -20,102 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,663 shares; 2024Q4: 87,327 shares; 2025Q1: 92,916 shares; 2025Q2: 102,981 shares; 2025Q3: 213,296 shares 213,296 $3.8M 0.44% +110,315 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,306 shares; 2024Q4: 56,290 shares; 2025Q1: 54,583 shares; 2025Q2: 56,190 shares; 2025Q3: 54,366 shares 54,366 $3.59M 0.42% -1,824 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,983 shares; 2025Q1: 5,601 shares; 2025Q2: 8,749 shares; 2025Q3: 8,410 shares 8,410 $3.52M 0.41% -339 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 21,510 shares; 2025Q1: 20,739 shares; 2025Q2: 18,379 shares; 2025Q3: 17,050 shares 17,050 $3.34M 0.39% -1,329 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,115 shares; 2024Q4: 27,424 shares; 2025Q1: 26,868 shares; 2025Q2: 25,707 shares; 2025Q3: 20,803 shares 20,803 $3.2M 0.37% -4,904 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,990 shares; 2025Q1: 7,754 shares; 2025Q2: 8,155 shares; 2025Q3: 7,090 shares 7,090 $3.15M 0.36% -1,065 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,271 shares; 2024Q4: 74,030 shares; 2025Q1: 72,259 shares; 2025Q2: 70,549 shares; 2025Q3: 68,826 shares 68,826 $3.02M 0.35% -1,723 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,817 shares; 2025Q1: 14,968 shares; 2025Q2: 14,978 shares; 2025Q3: 14,422 shares 14,422 $2.91M 0.34% -556 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 3,288 shares; 2025Q1: 4,935 shares; 2025Q2: 4,354 shares; 2025Q3: 7,600 shares 7,600 $2.46M 0.28% +3,246 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,078 shares; 2025Q1: 2,929 shares; 2025Q2: 2,567 shares; 2025Q3: 2,239 shares 2,239 $2.42M 0.28% -328 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,110 shares; 2024Q4: 33,761 shares; 2025Q1: 33,712 shares; 2025Q2: 32,487 shares; 2025Q3: 50,117 shares 50,117 $2.39M 0.28% +17,630 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,948 shares; 2025Q3: 23,687 shares 23,687 $2.29M 0.26% -1,261 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,646 shares; 2025Q1: 4,646 shares; 2025Q2: 4,656 shares; 2025Q3: 4,580 shares 4,580 $2.26M 0.26% -76 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 19,053 shares; 2025Q1: 21,670 shares; 2025Q2: 23,795 shares; 2025Q3: 428 shares 428 $2.13M 0.25% -23,367 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 17,443 shares; 2025Q1: 17,961 shares; 2025Q2: 16,931 shares; 2025Q3: 146,451 shares 146,451 $2.02M 0.23% +129,520 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 29,378 shares; 2025Q1: 30,777 shares; 2025Q2: 29,492 shares; 2025Q3: 28,218 shares 28,218 $2M 0.23% -1,274 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 26,760 shares; 2025Q1: 27,762 shares; 2025Q2: 26,570 shares; 2025Q3: 25,430 shares 25,430 $1.99M 0.23% -1,140 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 40,219 shares; 2025Q1: 46,645 shares; 2025Q2: 45,642 shares; 2025Q3: 11,224 shares 11,224 $1.96M 0.23% -34,418 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,742 shares; 2024Q4: 36,739 shares; 2025Q1: 36,378 shares; 2025Q2: 35,899 shares; 2025Q3: 434 shares 434 $1.94M 0.22% -35,465 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,761 shares; 2025Q1: 5,721 shares; 2025Q2: 5,496 shares; 2025Q3: 5,358 shares 5,358 $1.88M 0.22% -138 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,259 shares; 2024Q4: 50,674 shares; 2025Q1: 58,087 shares; 2025Q2: 63,878 shares; 2025Q3: 60 shares 60 $1.86M -63,818 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,846 shares; 2025Q2: 35,962 shares; 2025Q3: 34,598 shares 34,598 $1.84M 0.21% -1,364 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,390 shares; 2024Q4: 19,361 shares; 2025Q1: 19,377 shares; 2025Q2: 14,982 shares; 2025Q3: 15,905 shares 15,905 $1.79M 0.21% +923 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 21,367 shares; 2025Q1: 21,287 shares; 2025Q2: 20,477 shares; 2025Q3: 74 shares 74 $1.76M -20,403 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,030 shares; 2025Q1: 9,892 shares; 2025Q2: 9,088 shares; 2025Q3: 8,776 shares 8,776 $1.72M 0.2% -312 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,581 shares; 2025Q1: 2,507 shares; 2025Q2: 2,306 shares; 2025Q3: 2,120 shares 2,120 $1.62M 0.19% -186 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,194 shares; 2025Q1: 9,835 shares; 2025Q2: 7,131 shares; 2025Q3: 6,790 shares 6,790 $1.57M 0.18% -341 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,414 shares; 2025Q1: 16,148 shares; 2025Q2: 13,457 shares; 2025Q3: 12,939 shares 12,939 $1.57M 0.18% -518 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 10,299 shares; 2025Q1: 6,394 shares; 2025Q2: 6,183 shares; 2025Q3: 5,366 shares 5,366 $1.51M 0.17% -817 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,483 shares; 2024Q4: 48,391 shares; 2025Q1: 47,715 shares; 2025Q2: 47,532 shares; 2025Q3: 46,358 shares 46,358 $1.51M 0.17% -1,174 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,172 shares; 2024Q4: 16,143 shares; 2025Q1: 15,554 shares; 2025Q2: 15,578 shares; 2025Q3: 175,693 shares 175,693 $1.45M 0.17% +160,115 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,102 shares; 2024Q4: 51,809 shares; 2025Q1: 50,592 shares; 2025Q2: 47,241 shares; 2025Q3: 45,652 shares 45,652 $1.43M 0.17% -1,589 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,723 shares 2,723 $1.42M 0.16% +508 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,853 shares; 2024Q4: 14,871 shares; 2025Q1: 14,222 shares; 2025Q2: 13,855 shares; 2025Q3: 13,736 shares 13,736 $1.38M 0.16% -119 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,096 shares; 2025Q2: 5,684 shares; 2025Q3: 33,343 shares 33,343 $1.38M 0.16% +27,659 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,718 shares; 2025Q1: 13,219 shares; 2025Q2: 13,567 shares; 2025Q3: 12,946 shares 12,946 $1.33M 0.15% -621 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 17,596 shares; 2025Q1: 16,894 shares; 2025Q2: 15,827 shares; 2025Q3: 15,954 shares 15,954 $1.33M 0.15% +127 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,032 shares; 2025Q1: 5,119 shares; 2025Q2: 4,818 shares; 2025Q3: 4,700 shares 4,700 $1.31M 0.15% -118 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,254 shares; 2024Q4: 12,716 shares; 2025Q1: 13,185 shares; 2025Q2: 12,475 shares; 2025Q3: 437 shares 437 $1.3M 0.15% -12,038 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 9,774 shares; 2025Q1: 10,085 shares; 2025Q2: 8,830 shares; 2025Q3: 8,437 shares 8,437 $1.22M 0.14% -393 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,229 shares; 2025Q1: 3,992 shares; 2025Q2: 3,742 shares; 2025Q3: 3,550 shares 3,550 $1.21M 0.14% -192 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,160 shares; 2025Q1: 6,925 shares; 2025Q2: 3,001 shares; 2025Q3: 4,136 shares 4,136 $1.16M 0.13% +1,135 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,105 shares; 2025Q1: 4,749 shares; 2025Q2: 3,965 shares; 2025Q3: 3,463 shares 3,463 $1.15M 0.13% -502 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,823 shares; 2024Q4: 41,963 shares; 2025Q1: 40,643 shares; 2025Q2: 39,169 shares; 2025Q3: 351 shares 351 $1.12M 0.13% -38,818 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,614 shares; 2024Q4: 29,343 shares; 2025Q1: 28,449 shares; 2025Q2: 27,119 shares; 2025Q3: 26,395 shares 26,395 $1.11M 0.13% -724 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,158 shares; 2025Q1: 11,804 shares; 2025Q2: 11,051 shares; 2025Q3: 10,731 shares 10,731 $1.1M 0.13% -320 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,324 shares; 2024Q4: 86,031 shares; 2025Q1: 46,998 shares; 2025Q2: 43,962 shares; 2025Q3: 43,198 shares 43,198 $1.1M 0.13% -764 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 6,764 shares; 2025Q1: 8,379 shares; 2025Q2: 7,970 shares; 2025Q3: 7,646 shares 7,646 $1.09M 0.13% -324 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,294 shares; 2025Q3: 1,607 shares 1,607 $1.07M 0.12% +313 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,318 shares; 2025Q1: 1,293 shares; 2025Q2: 1,135 shares; 2025Q3: 1,152 shares 1,152 $1.07M 0.12% +17 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 6,860 shares; 2025Q1: 6,951 shares; 2025Q2: 6,761 shares; 2025Q3: 6,189 shares 6,189 $1.03M 0.12% -572 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,385 shares; 2025Q1: 8,803 shares; 2025Q2: 7,211 shares; 2025Q3: 7,251 shares 7,251 $1.03M 0.12% +40 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 13,557 shares; 2025Q1: 12,533 shares; 2025Q2: 37,629 shares; 2025Q3: 35,586 shares 35,586 $1.02M 0.12% -2,043 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,612 shares; 2025Q2: 8,254 shares; 2025Q3: 7,520 shares 7,520 $1.01M 0.12% -734 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,939 shares; 2025Q2: 40,851 shares; 2025Q3: 38,635 shares 38,635 $958K 0.11% -2,216 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,768 shares; 2024Q4: 35,367 shares; 2025Q1: 34,687 shares; 2025Q2: 32,990 shares; 2025Q3: 253 shares 253 $958K 0.11% -32,737 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,902 shares; 2025Q1: 1,908 shares; 2025Q2: 1,795 shares; 2025Q3: 1,681 shares 1,681 $956K 0.11% -114 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,903 shares; 2025Q1: 7,854 shares; 2025Q2: 7,531 shares; 2025Q3: 31 shares 31 $940K -7,500 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,568 shares; 2025Q1: 1,664 shares; 2025Q2: 1,415 shares; 2025Q3: 1,217 shares 1,217 $921K 0.11% -198 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 8,589 shares; 2025Q1: 8,267 shares; 2025Q2: 7,584 shares; 2025Q3: 7,348 shares 7,348 $901K 0.1% -236 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,163 shares; 2025Q1: 4,906 shares; 2025Q2: 4,493 shares; 2025Q3: 4,326 shares 4,326 $885K 0.1% -167 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,323 shares; 2025Q1: 9,286 shares; 2025Q2: 8,812 shares; 2025Q3: 4,491 shares 4,491 $857K 0.1% -4,321 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,264 shares; 2025Q1: 1,696 shares; 2025Q2: 1,816 shares; 2025Q3: 1,795 shares 1,795 $857K 0.1% -21 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 7,276 shares; 2025Q1: 7,431 shares; 2025Q2: 7,274 shares; 2025Q3: 6,364 shares 6,364 $852K 0.1% -910 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 671 shares; 2025Q1: 651 shares; 2025Q2: 774 shares; 2025Q3: 698 shares 698 $836K 0.1% -76 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,007 shares; 2025Q1: 13,537 shares; 2025Q2: 12,643 shares; 2025Q3: 12,222 shares 12,222 $820K 0.09% -421 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,662 shares; 2025Q1: 11,052 shares; 2025Q2: 10,296 shares; 2025Q3: 10,043 shares 10,043 $819K 0.09% -253 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,299 shares; 2024Q4: 37,047 shares; 2025Q1: 37,447 shares; 2025Q2: 35,961 shares; 2025Q3: 5,893 shares 5,893 $811K 0.09% -30,068 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,974 shares; 2025Q1: 2,590 shares; 2025Q2: 3,529 shares; 2025Q3: 3,255 shares 3,255 $793K 0.09% -274 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 11,747 shares; 2025Q1: 10,798 shares; 2025Q2: 7,938 shares; 2025Q3: 6,936 shares 6,936 $756K 0.09% -1,002 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.09% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 11,159 shares; 2025Q1: 6,768 shares; 2025Q2: 7,451 shares; 2025Q3: 2,256 shares 2,256 $747K 0.09% -5,195 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,475 shares; 2025Q1: 9,130 shares; 2025Q2: 8,515 shares; 2025Q3: 8,259 shares 8,259 $743K 0.09% -256 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,228 shares; 2024Q4: 16,439 shares; 2025Q1: 9,744 shares; 2025Q2: 10,122 shares; 2025Q3: 9,818 shares 9,818 $741K 0.09% -304 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,977 shares 5,977 $717K 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,831 shares; 2024Q4: 12,506 shares; 2025Q1: 11,380 shares; 2025Q2: 9,882 shares; 2025Q3: 8,470 shares 8,470 $710K 0.08% -1,412 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,742 shares; 2025Q1: 1,031 shares; 2025Q2: 1,135 shares; 2025Q3: 65 shares 65 $710K 0.08% -1,070 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,534 shares; 2025Q1: 1,344 shares; 2025Q2: 886 shares; 2025Q3: 901 shares 901 $696K 0.08% +15 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,484 shares; 2025Q1: 9,706 shares; 2025Q2: 9,276 shares; 2025Q3: 505 shares 505 $681K 0.08% -8,771 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 5,805 shares; 2025Q3: 4,500 shares 4,500 $679K 0.08% -1,305 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,047 shares; 2025Q1: 5,229 shares; 2025Q2: 5,170 shares; 2025Q3: 4,879 shares 4,879 $673K 0.08% -291 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 9,848 shares; 2025Q1: 11,234 shares; 2025Q2: 12,323 shares; 2025Q3: 13,244 shares 13,244 $672K 0.08% +921 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,243 shares; 2024Q4: 59,276 shares; 2025Q1: 61,708 shares; 2025Q2: 55,855 shares; 2025Q3: 55,875 shares 55,875 $668K 0.08% +20 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,686 shares; 2025Q1: 3,340 shares; 2025Q2: 3,667 shares; 2025Q3: 3,589 shares 3,589 $665K 0.08% -78 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,521 shares; 2025Q2: 4,554 shares; 2025Q3: 4,500 shares 4,500 $655K 0.08% -54 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,183 shares; 2025Q1: 3,785 shares; 2025Q2: 12,549 shares; 2025Q3: 9,507 shares 9,507 $654K 0.08% -3,042 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,280 shares; 2024Q4: 18,028 shares; 2025Q1: 13,542 shares; 2025Q2: 14,039 shares; 2025Q3: 9,552 shares 9,552 $654K 0.08% -4,487 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,786 shares; 2025Q1: 1,735 shares; 2025Q2: 1,774 shares; 2025Q3: 1,650 shares 1,650 $646K 0.07% -124 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares 2,629 $646K 0.07% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,395 shares; 2025Q1: 4,265 shares; 2025Q2: 1,916 shares; 2025Q3: 1,836 shares 1,836 $645K 0.07% -80 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,272 shares; 2025Q1: 8,466 shares; 2025Q2: 8,124 shares; 2025Q3: 8,544 shares 8,544 $644K 0.07% +420 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares; 2025Q3: 3,499 shares 3,499 $638K 0.07% +1,534 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 7,409 shares; 2025Q1: 8,996 shares; 2025Q2: 7,894 shares; 2025Q3: 6,448 shares 6,448 $632K 0.07% -1,446 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 605 shares; 2025Q1: 915 shares; 2025Q2: 936 shares; 2025Q3: 1,039 shares 1,039 $624K 0.07% +103 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 14,697 shares; 2025Q1: 4,598 shares; 2025Q2: 5,467 shares; 2025Q3: 111,310 shares 111,310 $616K 0.07% +105,843 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 13,333 shares; 2025Q1: 13,145 shares; 2025Q2: 12,470 shares; 2025Q3: 12,177 shares 12,177 $614K 0.07% -293 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 6,371 shares; 2025Q1: 5,857 shares; 2025Q2: 4,960 shares; 2025Q3: 4,614 shares 4,614 $610K 0.07% -346 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,187 shares; 2025Q3: 1,974 shares 1,974 $603K 0.07% -213 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,656 shares; 2024Q4: 10,443 shares; 2025Q1: 2,884 shares; 2025Q2: 6,025 shares; 2025Q3: 5,414 shares 5,414 $601K 0.07% -611 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares; 2025Q3: 9,946 shares 9,946 $601K 0.07% -340 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,142 shares; 2025Q1: 6,630 shares; 2025Q2: 5,680 shares; 2025Q3: 5,427 shares 5,427 $592K 0.07% -253 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,428 shares; 2025Q1: 1,311 shares; 2025Q2: 1,568 shares; 2025Q3: 1,669 shares 1,669 $589K 0.07% +101 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,399 shares; 2025Q2: 1,363 shares; 2025Q3: 2,741 shares 2,741 $588K 0.07% +1,378 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,712 shares; 2025Q1: 3,895 shares; 2025Q2: 3,680 shares; 2025Q3: 3,514 shares 3,514 $588K 0.07% -166 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,620 shares 3,620 $587K 0.07% +496 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,263 shares; 2025Q1: not reported; 2025Q2: 2,966 shares; 2025Q3: 2,832 shares 2,832 $585K 0.07% -134 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 3,270 shares; 2025Q3: 3,075 shares 3,075 $584K 0.07% -195 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,434 shares; 2025Q1: 5,317 shares; 2025Q2: 5,398 shares; 2025Q3: 5,311 shares 5,311 $584K 0.07% -87 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,158 shares; 2025Q1: 3,110 shares; 2025Q2: 3,000 shares; 2025Q3: 283 shares 283 $569K 0.07% -2,717 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 797 shares; 2025Q1: 724 shares; 2025Q2: 658 shares; 2025Q3: 617 shares 617 $568K 0.07% -41 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547,776 shares 547,776 $566K 0.07% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,221 shares; 2025Q1: 9,671 shares; 2025Q2: 9,031 shares; 2025Q3: 6,105 shares 6,105 $554K 0.06% -2,926 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,101 shares; 2025Q1: 994 shares; 2025Q2: 2,030 shares; 2025Q3: 2,168 shares 2,168 $535K 0.06% +138 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,398 shares; 2025Q1: 3,213 shares; 2025Q2: 3,263 shares; 2025Q3: 2,217 shares 2,217 $534K 0.06% -1,046 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 26,334 shares; 2025Q1: 27,144 shares; 2025Q2: 21,131 shares; 2025Q3: 10,318 shares 10,318 $532K 0.06% -10,813 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,832 shares; 2025Q2: 3,111 shares; 2025Q3: 2,956 shares 2,956 $527K 0.06% -155 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,827 shares; 2025Q1: 18,565 shares; 2025Q2: 17,533 shares; 2025Q3: 16,900 shares 16,900 $526K 0.06% -633 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,911 shares; 2025Q1: 8,130 shares; 2025Q2: 7,985 shares; 2025Q3: 390 shares 390 $522K 0.06% -7,595 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 6,912 shares; 2025Q1: 6,589 shares; 2025Q2: 1,852 shares; 2025Q3: 1,723 shares 1,723 $518K 0.06% -129 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares 481 $518K 0.06% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 11,845 shares; 2025Q1: 10,991 shares; 2025Q2: 9,716 shares; 2025Q3: 9,112 shares 9,112 $517K 0.06% -604 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,679 shares; 2025Q1: 4,361 shares; 2025Q2: 4,323 shares; 2025Q3: 4,021 shares 4,021 $515K 0.06% -302 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,127 shares; 2025Q1: 2,847 shares; 2025Q2: 2,427 shares; 2025Q3: 2,094 shares 2,094 $501K 0.06% -333 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 10,059 shares; 2025Q1: 9,895 shares; 2025Q2: 8,413 shares; 2025Q3: 7,363 shares 7,363 $496K 0.06% -1,050 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 9,348 shares 9,348 $496K 0.06% -750 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 5,089 shares; 2025Q2: 4,544 shares; 2025Q3: 4,326 shares 4,326 $495K 0.06% -218 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,502 shares 16,502 $477K 0.06% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,918 shares; 2025Q1: 3,843 shares; 2025Q2: 3,208 shares; 2025Q3: 2,772 shares 2,772 $473K 0.05% -436 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 9,929 shares; 2025Q1: 9,555 shares; 2025Q2: 8,865 shares; 2025Q3: 8,611 shares 8,611 $468K 0.05% -254 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,374 shares; 2025Q1: 1,358 shares; 2025Q2: 1,172 shares; 2025Q3: 968 shares 968 $443K 0.05% -204 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,012 shares; 2025Q3: 12,673 shares 12,673 $436K 0.05% -339 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,149 shares; 2025Q1: 5,184 shares; 2025Q2: 5,226 shares; 2025Q3: 5,260 shares 5,260 $431K 0.05% +34 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,615 shares; 2024Q4: 6,742 shares; 2025Q1: 8,180 shares; 2025Q2: 6,628 shares; 2025Q3: 6,497 shares 6,497 $417K 0.05% -131 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,195 shares; 2025Q1: 6,688 shares; 2025Q2: 5,557 shares; 2025Q3: 5,058 shares 5,058 $416K 0.05% -499 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,964 shares; 2025Q1: 3,623 shares; 2025Q2: 3,690 shares; 2025Q3: 3,664 shares 3,664 $414K 0.05% -26 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 5,765 shares; 2025Q1: 5,615 shares; 2025Q2: 5,165 shares; 2025Q3: 4,911 shares 4,911 $406K 0.05% -254 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,284 shares; 2025Q1: 8,713 shares; 2025Q2: 7,932 shares; 2025Q3: 1,712 shares 1,712 $404K 0.05% -6,220 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,081 shares; 2025Q1: 1,082 shares; 2025Q2: 1,206 shares; 2025Q3: 1,400 shares 1,400 $395K 0.05% +194 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,511 shares 2,511 $390K 0.05% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,743 shares; 2025Q1: 1,689 shares; 2025Q2: 1,618 shares; 2025Q3: 1,524 shares 1,524 $387K 0.04% -94 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,961 shares; 2025Q1: 7,832 shares; 2025Q2: 7,390 shares; 2025Q3: 7,597 shares 7,597 $387K 0.04% +207 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,472 shares; 2025Q2: 11,242 shares; 2025Q3: 10,380 shares 10,380 $386K 0.04% -862 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,792 shares; 2024Q4: 19,318 shares; 2025Q1: 15,978 shares; 2025Q2: 7,977 shares; 2025Q3: 2,007 shares 2,007 $382K 0.04% -5,970 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,345 shares; 2025Q1: 5,860 shares; 2025Q2: 4,008 shares; 2025Q3: 3,706 shares 3,706 $378K 0.04% -302 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 4,938 shares; 2025Q3: 4,717 shares 4,717 $377K 0.04% -221 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,629 shares; 2025Q1: 5,649 shares; 2025Q2: 5,903 shares; 2025Q3: 5,861 shares 5,861 $376K 0.04% -42 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 8,003 shares; 2025Q1: 7,934 shares; 2025Q2: 4,004 shares; 2025Q3: 3,813 shares 3,813 $375K 0.04% -191 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,214 shares; 2025Q1: 3,888 shares; 2025Q2: 3,310 shares; 2025Q3: 2,992 shares 2,992 $372K 0.04% -318 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,950 shares; 2025Q1: 1,932 shares; 2025Q2: 1,715 shares; 2025Q3: 770 shares 770 $366K 0.04% -945 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares 2,113 $356K 0.04% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,283 shares; 2025Q1: not reported; 2025Q2: 14,983 shares; 2025Q3: 14,295 shares 14,295 $355K 0.04% -688 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,835 shares 2,835 $355K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares 1,142 $354K 0.04% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,527 shares; 2025Q1: 10,447 shares; 2025Q2: 9,869 shares; 2025Q3: 9,865 shares 9,865 $353K 0.04% -4 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,617 shares; 2025Q1: 20,594 shares; 2025Q2: 6,259 shares; 2025Q3: 8,027 shares 8,027 $343K 0.04% +1,768 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,732 shares; 2025Q1: 3,772 shares; 2025Q2: 3,758 shares; 2025Q3: 3,574 shares 3,574 $340K 0.04% -184 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 2,913 shares; 2025Q3: 45,243 shares 45,243 $333K 0.04% +42,330 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,537 shares; 2025Q1: not reported; 2025Q2: 1,382 shares; 2025Q3: 1,272 shares 1,272 $331K 0.04% -110 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 12,146 shares; 2025Q1: 10,909 shares; 2025Q2: 9,030 shares; 2025Q3: 8,406 shares 8,406 $326K 0.04% -624 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,318 shares; 2025Q1: 2,212 shares; 2025Q2: 2,111 shares; 2025Q3: 2,068 shares 2,068 $321K 0.04% -43 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 2,722 shares; 2025Q1: 2,664 shares; 2025Q2: 2,008 shares; 2025Q3: 1,655 shares 1,655 $311K 0.04% -353 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,255 shares; 2025Q1: 5,547 shares; 2025Q2: 5,003 shares; 2025Q3: 4,599 shares 4,599 $310K 0.04% -404 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,547 shares; 2025Q1: 1,566 shares; 2025Q2: 1,450 shares; 2025Q3: 1,335 shares 1,335 $306K 0.04% -115 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,194 shares; 2025Q1: 1,268 shares; 2025Q2: 1,079 shares; 2025Q3: 1,040 shares 1,040 $298K 0.03% -39 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,656 shares 4,656 $295K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares 1,041 $294K 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,005 shares; 2025Q1: 971 shares; 2025Q2: 982 shares; 2025Q3: 967 shares 967 $290K 0.03% -15 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,569 shares; 2025Q1: 12,682 shares; 2025Q2: 12,282 shares; 2025Q3: 37,646 shares 37,646 $286K 0.03% +25,364 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,668 shares; 2025Q1: 3,952 shares; 2025Q2: 3,467 shares; 2025Q3: 3,229 shares 3,229 $286K 0.03% -238 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,099 shares; 2025Q3: 3,931 shares 3,931 $283K 0.03% -168 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 659 shares; 2025Q1: 626 shares; 2025Q2: 708 shares; 2025Q3: 697 shares 697 $282K 0.03% -11 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares; 2025Q3: 3,814 shares 3,814 $280K 0.03% -435 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 856 shares; 2025Q3: 806 shares 806 $279K 0.03% -50 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,346 shares; 2025Q2: 12,069 shares; 2025Q3: 10,726 shares 10,726 $274K 0.03% -1,343 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 4,732 shares; 2025Q1: 3,776 shares; 2025Q2: 2,637 shares; 2025Q3: 147 shares 147 $270K 0.03% -2,490 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,120 shares; 2025Q1: 1,093 shares; 2025Q2: 1,161 shares; 2025Q3: 1,075 shares 1,075 $270K 0.03% -86 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares; 2025Q3: 1,922 shares 1,922 $267K 0.03% -100 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares 955 $267K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,810 shares; 2025Q1: 1,960 shares; 2025Q2: 2,195 shares; 2025Q3: 1,650 shares 1,650 $267K 0.03% -545 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,533 shares; 2025Q1: 1,729 shares; 2025Q2: 1,723 shares; 2025Q3: 1,647 shares 1,647 $256K 0.03% -76 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,720 shares 2,720 $254K 0.03% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,094 shares; 2025Q1: 5,479 shares; 2025Q2: 6,095 shares; 2025Q3: 5,434 shares 5,434 $253K 0.03% -661 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,138 shares; 2025Q3: 2,015 shares 2,015 $246K 0.03% -123 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,085 shares 1,085 $241K 0.03% +33 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,851 shares; 2025Q1: not reported; 2025Q2: 4,491 shares; 2025Q3: 214 shares 214 $240K 0.03% -4,277 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares; 2025Q3: 87 shares 87 $239K 0.03% -3,162 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,374 shares 12,374 $238K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,847 shares; 2025Q3: 1,840 shares 1,840 $228K 0.03% -7 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,272 shares; 2025Q1: 2,200 shares; 2025Q2: 2,872 shares; 2025Q3: 1,959 shares 1,959 $224K 0.03% -913 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 6,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,028 shares 69,028 $219K 0.03% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,319 shares; 2025Q1: 1,312 shares; 2025Q2: 1,209 shares; 2025Q3: 1,098 shares 1,098 $217K 0.03% -111 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 5,542 shares; 2025Q3: 5,324 shares 5,324 $217K 0.03% -218 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares 1,055 $215K 0.02% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,080 shares; 2024Q4: 18,258 shares; 2025Q1: 18,280 shares; 2025Q2: 17,296 shares; 2025Q3: 16,821 shares 16,821 $213K 0.02% -475 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares 215 $205K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318,097 shares 318,097 $172K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,646 shares 208,646 $137K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,772 shares 33,772 $132K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,995 shares 133,995 $97.2K 0.01% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,276 shares 22,276 $96.8K 0.01% new Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,309 shares 32,309 $87.1K 0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,331 shares 129,331 $86.3K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,700 shares 26,700 $51.4K 0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,931 shares 11,931 $44K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,741 shares 257,741 $39.9K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,195 shares 218,195 $29.1K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,936 shares 20,936 $28.1K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,597 shares 12,597 $27.7K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,608 shares 36,608 $17.3K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,981 shares 127,981 $14.6K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421,576 shares 421,576 $14.3K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,578 shares 15,578 $8.52K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,673 shares 27,673 $6.89K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,472 shares 178,472 $1.84K <0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,534 shares 56,534 $1.55K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares 22 $1.26K <0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,544 shares 29,544 $1.19K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline